KIA
FISV

Knollwood Investment Advisory’s Fiserv Inc FISV Stock Holding History

Knollwood Investment Advisory’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,056
Closed -$1.43M – 330
2025
Q3 		$1.43M Hold
11,056
– – 0.13% 154
2025
Q2 		$1.91M Hold
11,056
– – 0.18% 125
2025
Q1 		$2.44M Hold
11,056
– – 0.27% 96
2024
Q4 		$2.27M Hold
11,056
– – 0.24% 105
2024
Q3 		$1.99M Hold
11,056
– – 0.21% 117
2024
Q2 		$1.65M Buy
11,056
+2,006
+22% +$304K 0.18% 130
2024
Q1 		$1.45M Hold
9,050
– – 0.26% 71
2023
Q4 		$1.2M Buy
+9,050
New +$1.11M 0.25% 84

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Knollwood Investment Advisory's FISV Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 11,056 shares — an estimated $1.43M sold.

Knollwood Investment Advisory first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $2.44M in Q1 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Knollwood Investment Advisory reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 11,056 Fiserv Inc shares in Q4 2025, an estimated $1.43M.
  • Knollwood Investment Advisory first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Knollwood Investment Advisory's Fiserv Inc position peaked at $2.44M in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.